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Piedmont, CA
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Category: Recent Projects

Oakland, CA | East Bay; Independent Financial Planners and Fiduciary Standards

Wed, June 24 2020 - 7:16 AM
Hi, my name is Erik Wolfers. I'm the Managing Member of First & Main Financial. We've been helping clients with personal finance since 2001. Today I'm going to talk a little bit about perspective and expertise and the fiduciary standard in the financial services industry, or practicing as a fiduciary. We got a new client last week, a single mom who is…

Oakland, CA | Managed Accounts: What Level of Service Should You Receive for the…

Tue, June 2 2020 - 12:46 PM
Hi my name is Erik Wolfers. I’m the managing member of First and Main Financial. People have been trusting us with their life savings since 2001. Today I’m going to talk a little bit about money management. We’ve just gotten new clients after going through a financial planning process with them. When we looked at their Investments they decided to also…

Oakland, CA | Top Financial Advisors in the East Bay Help with Tax Planning

Wed, February 12 2020 - 11:35 AM
If you have been working for the last 10-15 years and have consistently contributed to an employer-sponsored retirement plan, the growth (thanks to a 10+ year bull market!) will most likely have compounded into a sizable sum of money. With at least 15-20 years until retirement, you are in an ideal situation to make important financial choices that will ha…

Oakland, CA | Best Financial Advisors East Bay Use a Financial Planning Process…

Tue, January 21 2020 - 12:09 PM
Using the Financial Planning Process to Prepare for Retirement: The financial planning process can play a key role in making future financial decisions. A couple recently came to our firm to gain a second opinion on their financial well-being. They wanted to assess how different scenarios would impact their overall financial condition. The clients wer…

Oakland, CA | Financial Planners East Bay Area Assist with Debt and 401(k)

Tue, December 17 2019 - 12:16 PM
Sometimes a client will need help with tackling debt liabilities. While debt can be overwhelming, it is important to get organized and figure out what debt needs to be paid, when it needs to be paid and how to pay it off. Our clients, Jack and Janie, who are in their 40s, came to First & Main Financial looking for help on how to start eliminating their…

Oakland, CA: Best Asset Management Firm for Women Advising Women on Finances

Tue, December 3 2019 - 11:08 AM
According to the Bureau of Labor Statistics, women represent 31 percent of U.S. Financial advisors. Additionally, only 23 percent of CERTIFIED FINANCIAL PLANNER™ professionals are women according to the CFP Board’s white paper, “Making More Room for Women in the Financial Planning Profession.” With not that many women advisors out there, it may seem diffic…

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